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iShares S&P 500 Growth ETF
IVW

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
376
Gen-Wealth Partners
Michigan
$8.64M +$164K +1,423 +2%
EFG
377
Ethos Financial Group
Pennsylvania
$8.64M +$6.72M +58,424 +445%
CAI
378
Capital Advisors Inc
Oklahoma
$8.59M -$39.3K -342 -0.5%
BRWA
379
B. Riley Wealth Advisors
Florida
$8.57M -$52.7K -458 -0.6%
EPW
380
Endeavor Private Wealth
Kansas
$8.55M +$503K +4,373 +7%
HSWS
381
Higgins & Schmidt Wealth Strategies
Colorado
$8.48M -$197K -1,711 -2%
AC
382
Avestar Capital
New York
$8.48M -$383K -3,331 -5%
SIAS
383
Summit Investment Advisory Services
Minnesota
$8.46M -$39.3K -342 -0.5%
FMN
384
Financial Management Network
California
$8.46M -$183K -1,592 -2%
COCM
385
Charter Oak Capital Management
New Hampshire
$8.43M -$313K -2,720 -4%
AEPWM
386
Atlantic Edge Private Wealth Management
Florida
$8.41M +$79.9K +695 +1%
SIA
387
Soltis Investment Advisors
Utah
$8.31M +$876K +7,617 +12%
AFP
388
Ausdal Financial Partners
Iowa
$8.2M +$6.59M +57,260 +539%
RSWM
389
Robertson Stephens Wealth Management
California
$8.13M -$2.93M -25,492 -27%
GM
390
GeoWealth Management
Illinois
$8.11M +$2.44M +21,189 +46%
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$8.07M +$4.52M +39,299 +143%
ACA
392
Ascension Capital Advisors
Texas
$8.02M +$20.5K +178 +0.3%
SC
393
Sapient Capital
Indiana
$8M – – –
CFA
394
Camarda Financial Advisors
Florida
$7.88M -$2.62M -22,806 -26%
SGWM
395
Sterling Group Wealth Management
California
$7.86M -$262K -2,277 -3%
AG
396
AlTi Global
New York
$7.85M -$173K -1,500 -2%
VC
397
Vestor Capital
Illinois
$7.82M +$6.5M +56,516 +683%
BFG
398
Bleakley Financial Group
New Jersey
$7.81M -$92.7K -806 -1%
TPWA
399
Twin Peaks Wealth Advisors
California
$7.81M +$56.7K +493 +0.8%
WP
400
WealthPLAN Partners
Nebraska
$7.78M -$192K -1,673 -3%
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16
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